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Logging In
Logging Into the Cloud Client (Hosted)
RemoteApp Disconnected Login Error (Hosted)
Windows Security Login Attempt Failed
Software Navigation
Accessing Reports in the Tax Software
Adding Reports To Quick Reports List (WIP)
Checking the Status of a Tax Return
How to Upload a Binary Attachment
How to Locate Your CrossLink User ID
How to Copy a Tax Return to Training
How to Process a Payment in the Tax Software
Printing & Signing
Printing and Signing a Tax Return (Hosted) TY22
Printing Checks from the Tax Software
Printer Not Showing? Cloud Client Users (Hosted)
Saving a Return Locally for Printing
How to Sign a Tax Return (Signature Pad / Hosted)
Capturing a Paid Preparer Signature (Hosted)
Capturing an ERO Signature (Hosted)
Printing Acknowledgment Letters
Capturing a Paid Preparer Signature (Desktop)
Capturing an ERO Signature (Desktop)
Interview Mode
Adding Forms in Interview Mode